Michele Comarsh-Hein

Michele Comarsh-Hein Email and Phone Number

Vice President and Project Manager, Integration Office @ LPL Financial
San Diego, CA, US
Michele Comarsh-Hein's Location
San Diego, California, United States, United States
Michele Comarsh-Hein's Contact Details

Michele Comarsh-Hein personal email

n/a

Michele Comarsh-Hein phone numbers

About Michele Comarsh-Hein

Michele Comarsh-Hein is a servant leader focusing on excellent execution and on time delivery of solutions for the firm, our clients and their customers. She embraces a growth mindset and feedback.Since 2021, Michele has been part of LPL’s M&A Integration Office as a Vice President/Project Manager leading transition efforts like the integration of Waddell & Reed.From 2015 to 2021 Michele was Vice President of project management under LPL's Program Delivery Office/Execution Center of Excellence where she successfully lead firm wide programs like the implementation of the Consolidated Audit Trail (CAT) and Regulation Best Interest (Reg BI).Prior to November 2015, she was part of Governance Risk and Compliance (GRC) and preformed functions including:Technology Compliance Management:o

Michele Comarsh-Hein's Current Company Details
LPL Financial

Lpl Financial

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Vice President and Project Manager, Integration Office
San Diego, CA, US
Website:
lpl.com
Employees:
14027
Michele Comarsh-Hein Work Experience Details
  • Lpl Financial
    Vice President And Project Manager, Integration Office
    Lpl Financial
    San Diego, Ca, Us
    View
  • Lpl Financial
    Vice President/Project Manager, Integration Office
    Lpl Financial Aug 2021 - Present
    Lpl Financial
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  • Lpl Financial
    Vice President, Project Manager
    Lpl Financial Nov 2015 - Aug 2021
    View
  • Linsco/Private Ledger
    Compliance/Governance, Risk And Compliance
    Linsco/Private Ledger 1991 - Nov 2015
    Lpl Financial
    View
  • First Affiliated Securties
    Compliance Examiner
    First Affiliated Securties Aug 1989 - Nov 1991

Michele Comarsh-Hein Skills

Finra Securities Series 7 Series 24 Financial Services Series 63 Mutual Funds Investment Advisory Asset Management Retirement Planning Project Management Securities Regulation Wealth Management Series 65 Alternative Investments Uniform Combined State Law Wealth Management Services Technology Compliance Etfs Compliance Testing Sec Aml Broker Dealer 401k Variable Annuities Trading Series 3 System Testing

Michele Comarsh-Hein Education Details

Frequently Asked Questions about Michele Comarsh-Hein

What company does Michele Comarsh-Hein work for?

Michele Comarsh-Hein works for Lpl Financial

What is Michele Comarsh-Hein's role at the current company?

Michele Comarsh-Hein's current role is Vice President and Project Manager, Integration Office.

What is Michele Comarsh-Hein's email address?

Michele Comarsh-Hein's email address is mi****@****ial.com

What is Michele Comarsh-Hein's direct phone number?

Michele Comarsh-Hein's direct phone number is +1 617 423*****

What schools did Michele Comarsh-Hein attend?

Michele Comarsh-Hein attended Ucsb.

What skills is Michele Comarsh-Hein known for?

Michele Comarsh-Hein has skills like Finra, Securities, Series 7, Series 24, Financial Services, Series 63, Mutual Funds, Investment Advisory, Asset Management, Retirement Planning, Project Management, Securities Regulation.

Who are Michele Comarsh-Hein's colleagues?

Michele Comarsh-Hein's colleagues are Tami Meridith, John Haimsohn, Taryn Schnoebelen, Kylie Myers, Justin Mcclendon, Karen Zimmer, Benjamin Davis, Cfp®.

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